See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,229 | $107,334-53.2% | $92,893-45.9% | $152,861-67.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 17.77% | 145.58%-127.8pp | 109.41%-91.6pp | 345.32%-327.5pp |
| Employer contribution / active EE | $6,537 | $4,221+54.9% | $3,653+79.0% | $4,762+37.3% |
| Participant deferral / active EE | $2,438 | $4,845-49.7% | $4,236-42.4% | $5,850-58.3% |
| Admin fee / account holder | $54 | $7,079-99.2% | $5,794-99.1% | $11,596-99.5% |